Welcome to Hugo! Whether you’re the first person at your organization to sign up or a new hire on a team already using it, these articles will teach you the fastest way to get the most value out of Hugo and how to use the key features.
This article won’t explain everything (that’s what the entire help center is for) but we will cover the fundamentals to help you start using Hugo the best way, right away.
How is information stored in Hugo?
Hugo is first and foremost a product for taking meeting notes. Your calendar is a big part of how Hugo is built, so that notes can be linked to your meetings. This removes the challenge of staying organized, and makes it easy to find your notes in the future.
Hugo has four main components in the navigation bar:
When you log in in to Hugo using your Google or Office 365 credentials, you will see the Meetings page by default. Think of this page as your home base.
- Meeting List: On the left-hand side, meetings are automatically loaded from your calendar, and used as the storage structure for your notes. This means that you are giving Hugo access to sync meetings from your work calendar. Meetings are not accessible to other teammates unless they are also attending that meeting.
- Meeting Details: When you select a meeting, extra details are displayed on the right-hand side. Hugo identifies the attendees and organizes them according to what company they work for. As your team saves notes in Hugo over time, hover on a contact or company to surface past notes and prepare for a meeting. This is also the screen where you create a new Agenda or a Note for the selected meeting.
This tab aggregates all notes saved by you and your teammates, that you have access to. On the left-hand side, you will find meetings which contain notes. On the right-hand side, the details of the meeting, agenda and the saved notes are displayed. You can also filter your meetings as needed.
This tab allows you to browse a list of Contacts, Companies, Groups, Teammates, and Tags.
- Contacts and Companies: When you attend a meeting, Hugo categorizes information about the attendees into Contacts and Companies. Select a Contact, or Company to view all meeting notes associated with that entity.
- Teammates and Groups: As your Hugo team grows, admins can organize create Groups to make note sharing and @mentions more powerful. Select a Teammate, or Group to view all meeting notes associated with that entity.
- Tags: As you save notes, you can add tags to organize them more easily and make them searchable in the future. Select a Tag to view all meeting notes associated with that entity.
This will open a sidebar that allows you to find notes by searching for a particular Contact, Company, Meeting Title, Note Text or Note Tag.
Creating Agendas and Notes are the fundamental building blocks of Hugo. In the next article, you will learn how these steps will help your team stay on the same page.